Independence Wealth Advisors, Inc. WPC Holdings History
Independence Wealth Advisors, Inc.'s W.P. Carey Inc Holding Summary
As of 2020-12-31, Independence Wealth Advisors, Inc. held 7,213.00 shares of W.P. Carey Inc(WPC), totaling $509,000.00. This investment constitutes 1.14% of their stock portfolio, and Independence Wealth Advisors, Inc. now holds 0% of the outstanding W.P. Carey Inc(WPC) stock.
The initial trade took place in 2018Q2. And since then Independence Wealth Advisors, Inc. has made 6 purchases of WPC, at an average price of $64.82, for a total of 9,440.00 shares. In addition, there have been 2 sales at an average price of $76.22 for 2,227.00 shares. Based on historical transaction data and WPC's current price of $61.69, Independence Wealth Advisors, Inc.'s estimated gain on his WPC holdings is $2,782.34, reflecting a 0.45% gain to date.
Independence Wealth Advisors, Inc. WPC ($61.69) Holding Chart
Independence Wealth Advisors, Inc. WPC ($61.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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